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    HYBRID-Senior HNW Client services Accountant - New York, NY, United States - Jobot

    Jobot
    Jobot New York, NY, United States

    1 day ago

    Jobot background
    Description
    This Jobot Job is hosted by: Dana Stewart

    Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.

    Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

    Hybrid and flexible scheduling
    Tax research
    Preparation and review of individual income tax returns including multi-state filings
    Forensic accounting for divorces
    Special projects
    Preparation and review of tax projections for planning and estimated taxes

    Provide business management services for multiple clients (this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements).

    Respond to tax notices and assist with tax audits.
    Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability.
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